PensionTransferExpert.com

Independent Financial Adviser  4 Burkes Parade, Beaconsfield, Buckinghamshire, HP9 1NN
First meeting at adviser's own cost
Award-winning Chartered Financial Planners delivering trusted Independent Financial Advice to our local community.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Corporate pension
check
Group Pension/Stakeholder
Response rating
10/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Chris Broome FPFS
Owner & Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

About us

At retirement, your whole financial life essentially collapses down to one binary question; will your money outlive you or will you outlive your money?

We are holders of the prestigious Pension Transfer Gold Standard, issued by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society.

Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Our mission is to help people make the right kind of retirement plan. It’s a much shorter, less complicated conversation than you might expect.

Clients of ours know that, whilst it’s reassuring that we hold the prestigious chartered financial planning and pension transfer specialist accreditation's, our team is focused on helping you to answer the one overriding question we all have – ‘are we going to be ok?'

Our services

Expert financial planning overseen by highly qualified and competent chartered financial planners, covering off:

- Personal Pensions
- SIPPs (Self Invested Personal Pensions)
- SSAS (Small Self Administered Schemes)
- Retirement Planning

Where to find us
Head office address: 4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We listen to our clients to understand what they want, so we can deliver "the art of the possible".
 
Independent Financial Adviser 0.32 mi
Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.
 
Independent Financial Adviser 0.32 mi
Providing the best unbiased solutions for clients in the Buckinghamshire area.
 
Restricted - whole of market 0.32 mi
Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.